Associate - Mutual Fund Operations

7 days ago

Bengaluru Karnataka, India groww Full time

**About Groww**

We are a passionate group of people focused on making financial services accessible to every Indian through a multi-product platform. Each day, we help millions of customers take charge of their financial journey. Customer obsession is in our DNA. Every product, every design, and every algorithm down to the tiniest detail is executed keeping the customers’ needs and convenience in mind. Our people are our greatest strength. Everyone at Groww is driven by ownership, customer-centricity, integrity, and the passion to constantly challenge the status quo.

Are you as passionate about defying conventions and creating something extraordinary as we are? Let’s chat.

**Our Vision**

Every individual deserves the knowledge, tools, and confidence to make informed financial decisions. At Groww, we are making sure every Indian feels empowered to do so through a cutting-edge multi-product platform offering a variety of financial services. Our long-term vision is to become the trusted financial partner for millions of Indians.

**Our Values**

Our culture enables us to be what we are — India’s fastest-growing financial services company. Everyone at Groww enjoys the autonomy and flexibility to bring their best work to the table, as well as craft a promising career for themselves.
- The values that form our foundation are:

- Radical customer centricity
- Ownership-driven culture
- Keeping everything simple
- Long-term thinking
- Complete transparency

**Job Responsibility**:

- Utilize Excel functions and formulas for preparing data.
- Collaborate with clients, financial advisors, and portfolio managers to address their inquiries and provide insights on investment opportunities. Build and maintain strong client relationships through regular communication and reporting.
- Build and maintain strong client relationships through regular communication and reporting with AMC, RTAs, Exchanges & other third parties.
- Stay updated with industry regulations and compliance requirements governing mutual funds. Ensure all activities and processes adhere to regulatory guidelines, including KYC (Know Your Customer) and AML (Anti-Money Laundering) policies.
- Work closely with cross-functional teams, including operations, sales, and marketing, to support mutual fund initiatives and deliver integrated solutions to clients. Collaborate on product development and enhancement projects.

**Job Requirement**
- Proven experience 1-2year in the mutual fund industry, with a strong understanding of different fund types, investment strategies, and risk management practices.
- Strong knowledge of financial markets, investment products, and regulatory frameworks governing the mutual fund industry.
- Excellent written and verbal communication skills, with the ability to present complex information in a clear and concise manner.
- Strong problem-solving skills and the ability to work independently or as part of a team.
- High ethical standards and commitment to maintaining confidentiality of sensitive information.
- Qualification: Any graduate

  • Institutional Sales Manager

    4 days ago

    Bengaluru, India Capitalmind Mutual Fund Full time

    Job Title : Institutional Sales Manager – Mutual Funds Company : Capitalmind Asset Management Private Limited Location : Sector 1, HSR Layout, Bangalore (Work from Office)  About Capitalmind: As Capitalmind Asset Management Private Limited, we manage the Capitalmind Mutual fund and have been seeded with capital from its parent and sponsor, Capitalmind...

  • Institutional Sales Manager – Mutual Funds

    3 days ago

    Bengaluru, India Capitalmind Mutual Fund Full time

    Job Title: Institutional Sales Manager – Mutual FundsCompany: Capitalmind Asset Management Private LimitedLocation: Sector 1, HSR Layout, Bangalore (Work from Office)About Capitalmind:As Capitalmind Asset Management Private Limited, we manage the Capitalmind Mutual fund and have been seeded with capital from its parent and sponsor, Capitalmind Financial...

  • Institutional Sales Manager – Mutual Funds

    3 days ago

    Bengaluru, Karnataka, India Capitalmind Mutual Fund Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Job Title: Institutional Sales Manager – Mutual FundsCompany: Capitalmind Asset Management Private LimitedLocation: Sector 1, HSR Layout, Bangalore (Work from Office)About Capitalmind:As Capitalmind Asset Management Private Limited, we manage the Capitalmind Mutual fund and have been seeded with capital from its parent and sponsor, Capitalmind Financial...

  • Mutual Fund Operations Executive

    5 days ago

    BTM Layout, Bengaluru, Karnataka, India Pinkswan Solutions Private Limited Full time

    Here’s a draft job description for the role of **Mutual Fund Operations Executive**: **Job Title**: Mutual Fund Operations Executive **Location**: Silk Board, Bangalore **Department**: Mutual Fund Operations **Reporting To**: Operations Head / Director **Role Overview**: The Mutual Fund Operations Executive will be responsible for handling end-to-end...

  • Associate - Mutual Fund Operations

    3 days ago

    Bengaluru, Karnataka, India groww Full time

    **About Groww** We are a passionate group of people focused on making financial services accessible to every Indian through a multi-product platform. Each day, we help millions of customers take charge of their financial journey. Customer obsession is in our DNA. Every product, every design, and every algorithm down to the tiniest detail is executed keeping...

  • Operation Executive

    2 weeks ago

    HSR Layout, Bengaluru, Karnataka, India Buildwealth Technologies Pvt Ltd Full time

    Key Responsibilities - Oversee daily mutual fund operations and ensure timely processing of transactions. - Monitor compliance with regulatory requirements and company policies. - Identify and implement process improvements to enhance operational efficiency. - Stay updated on industry regulations (such as SEC rules) and ensure mutual fund operations comply...

  • Operations Executive

    3 days ago

    Bengaluru, India iCATALYST CAPITAL Full time

    Documenting Investment products : Mutual Funds, Stocks, FDs, Bonds, PMS - Work on different transaction platforms, overall compliance and KYC paperwork - Coordinate with Mutual funds/PMS providers & platform providers as NSE NMF etc - Reconcile client's investment & back-office non-financial transactions, capital gain statements etc. - Coordinate with...

  • Mutual Fund Operations

    2 weeks ago

    Sadashivanagar, Bengaluru, Karnataka, India Dyota Solutions Pvt. Ltd. Full time

    JOB ROLES & RESPONSIBILITIES OPERATIONS: Client Lifecycle: Documentation, A/C Opening, On-boarding, Mandates, Transactions, COB, CGS, etc. Vendor Management: Life & Health Insurance, Bankers, CAs, Brokers, Bonds, REITs, PMS, Prospects E-mail Communication: at each process: on-boarding, Cash Account Updates, Execution REPORTING: Track & Maintain: Monthly...

  • Mutual Fund Sales

    1 day ago

    Bengaluru, Karnataka, India Brainwire Analytics Full time

    We are looking for a proactive and client-focused **Wealth Manager** to join our team. In this role, you will connect with prospects via WhatsApp and calls (no field visits), explain mutual fund products and platform features, qualify leads, and guide them through the sales funnel. You will be responsible for keeping our CRM updated with accurate data,...

  • Mutual Funds Sales

    2 weeks ago

    Bengaluru, Karnataka, India Carveout Tech Full time

    We are looking for a HNI sales Manager and IP mutual funds sales individual performers to source from market. Salary range can be matched and negotiated. First round Telephonic At least 2 yrs exp in sales of mutual funds mandate Attractive incentives with no Cap. Contact on 9606674521 ASAP **Salary**: ₹30,000.00 - ₹100,000.00 per...